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Episode 17

24:27

Episode 17: Fed Custs, Metals Strength, Crypto Weakness, and Energy Trends

John Caruso

Senior Market Strategist

Senior Market Strategist John Caruso breaks down the latest Fed decision, including Chairman Powell’s 25-basis-point rate cut and the shifting odds of another move in December. John explores the trade-offs between inflation control and supporting a softening labor market, highlighting why there may be no risk-free path ahead. He walks through current price action across major markets — from the S&P 500 pullback and a strong U.S. dollar to gold, silver, copper, and platinum, where long-term fundamentals still appear supportive. John also examines Bitcoin’s recent trend break and the potential for a deeper sell-off if key levels fail. Plus, he covers why natural gas may be poised for a move higher despite bearish fundamentals, and why crude oil looks vulnerable to further downside in the months ahead. If you follow macro drivers, trade signals, or are positioning into year-end, this is a timely breakdown you won’t want to miss.